Settings and activity
37 results found
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10 votes
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10 votes
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Optimus Fintech
commented
For effortless and quick bank reconciliation steps, view this page: https://optimus.tech/banks-reconciliation
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36 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. Looks like this idea has been gaining support from our product idea community! Whilst there's no committed road map for this idea, our product team are focused on payrol. They're keeping an eye on this idea and we will continue to share updates as things evolve.
An error occurred while saving the comment Optimus Fintech
commented
Here is another alternative choice to ease your reconciliation.
An error occurred while saving the comment Optimus Fintech
commented
For additional assistance and purpose of AI in payment reconciliation practices and information, you can also check us at:
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9 votes
An error occurred while saving the comment Optimus Fintech
commented
Payment reconciliation in bulk is seamless when you enable ON the required settings and details and share them in high volume. To know how to achieve it, refer this link: https://optimus.tech/product/payment-reconciliation
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14 votes
An error occurred while saving the comment Optimus Fintech
commented
If you're still looking for payment reconciliation practices in part or full, you can also check it here: https://optimus.tech/product/payment-reconciliation
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557 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
An error occurred while saving the comment Optimus Fintech
commented
For additional AI related, single, and bulk payment reconciliation ideas and solutions, you can check this link or can visit us to get immediate assistance.
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5 votes
An error occurred while saving the comment Optimus Fintech
commented
If you're still looking for invoices to increase or decrease the entire reconciliation process, here is the reference link that might fetch you a plan for it.
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166 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
An error occurred while saving the comment Optimus Fintech
commented
To achieve full accuracy in financial reconciliation practices, you can check the following page to track the working source:
Optimus Fintech
supported this idea
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2 votes
An error occurred while saving the comment Optimus Fintech
commented
You can check this automatic processing with any automatic reconciliation software, feeding the required details in the beginning to maintain the record through out the process. To know more about it, you can check this reference link added here.
https://optimus.tech/knowledge-base/automated-reconciliation -
27 votes
An error occurred while saving the comment Optimus Fintech
commented
For effective and customized bank reconciliation practices, here is the web link that might fetch you the needed insights.
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100 votes
An error occurred while saving the comment Optimus Fintech
commented
You can also check with Optimus Bank reconciliation team for expert advice on bank reconciliation to sort this out.
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30 votes
An error occurred while saving the comment Optimus Fintech
commented
For more new ideas about banking reconciliation practices, visit this webpage: https://optimus.tech/knowledge-base/bank-reconciliation
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11 votes
Thanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
An error occurred while saving the comment Optimus Fintech
commented
According to tools analysis, Rules are not fully viewable unless you have access to pro or premium upgrades. If you still would like to know what rules are applied behind the financial reconciliation screen, I would help you to check the following links to understand it.
https://optimus.tech/roles#operations
Trintech
blackline -
247 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
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37 votes
Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
An error occurred while saving the comment Optimus Fintech
commented
If you want to learn more ideas and useful information about bank reconciliation, refer to the following link: https://optimus.tech/knowledge-base/bank-reconciliation.
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132 votes
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243 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
An error occurred while saving the comment Optimus Fintech
commented
For financial or payment reconciliation practices, here is another new software to ease your productivity. Website link: https://optimus.tech/
Check here to achieve seamless financial reconciliation process and transactions in bulk/large volume with AI tools.
https://optimus.tech/banks-reconciliation